Institutional Ownership Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM). We have compiled data on the 708 institutions that hold shares in the stock, with a total of 93 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,475
shares
|
$636,133
0.25% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,446
shares
|
$633,956
0.0% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
8,395
shares
|
$630,128
0.57% of portfolio
|
Q4 2024
Reduced 67.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
8,189
shares
|
$614,666
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
7,925
shares
|
$594,850
0.16% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,906
shares
|
$593,424
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
7,889
shares
|
$592,148
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
7,833
shares
|
$587,944
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
7,790
shares
|
$584,717
0.27% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
7,703
shares
|
$578,187
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
7,629
shares
|
$572,632
0.17% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
7,629
shares
|
$572,632
0.33% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,623
shares
|
$572,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
7,600
shares
|
$570,456
0.0% of portfolio
|
Q1 2025
Reduced 76.32%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
7,590
shares
|
$569,705
1.23% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
7,550
shares
|
$566,703
0.29% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,514
shares
|
$564,000
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
7,514
shares
|
$564,000
0.2% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$562,950
0.03% of portfolio
|
Q4 2022
Added 17.19%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
7,457
shares
|
$559,722
0.14% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,427
shares
|
$557,470
0.45% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
7,338
shares
|
$550,790
0.12% of portfolio
|
Q1 2025
Reduced 24.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,128
shares
|
$535,027
0.02% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
7,056
shares
|
$529,623
0.19% of portfolio
|
Q1 2025
Reduced 20.67%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
7,048
shares
|
$529,022
0.16% of portfolio
|
Q1 2021
Added 0.33%
|